Robotics Stock Symbotic (SYM Stock) Signs of Life, but Know What You’re Buying
A few of you have been with us since before Chip Stock Investor was a thing. And so maybe you recall our bearish call in 2023, once in June and the next in December. Both calls, as it so happens, called the top in Symbotic (SYM). A couple of those articles are still floating around […]
An Investor’s Guide to HBM (High-Bandwidth Memory) For AI
Micron (MU) has an earnings update this week. Ahead of the report – let’s call it an early kick-off to Q2 2025 earnings season – let’s review what HBM is, and why it matters. The memory chip market in 2025 In 2024, memory sales notched a rapid recovery from the bear market of 2022-23. Memory […]
AI Makes A New Leader In Fab Manufacturing Equipment — BE Semi (BESI) Investor Day Update
Let’s talk about the Netherlands’ other dominant semiconductor fab equipment company (no, not ASML), BE Semiconductor (BESI in Europe, BESIY in U.S.). After listening to the investor day update, we decided this one was worthy of a deeper dive. It’s not new info for those of you that have been following the advanced packaging topic […]
What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism
The following is a Marvell Technology Group (MRVL) summary of several posts from Chip Stock Investor’s Semiconductor Insider over the last few weeks. Why do a review of Marvell Technology Group now? Besides being over a year since our decision to begin selling and re-allocating some of the proceeds into more Broadcom (AVGO)(see the last […]
AppLovin (APP Stock) – Why It Could Remain A Top Buy For 2025
In-app advertising platform and AI darling AppLovin (APP) continues its rally after tariff turbulence and short-seller reports earlier this year. Lop off the unsustainable run-up in February in the chart below, and AppLovin has actually been a decent performer so far in 2025. Can it continue? We think it could. We use Finchat.io for business-level […]
Chip Stock Disaster? Why Investors Need to Be Cautious With Wolfspeed (WOLF Stock)
Before the recent Wall Street Journal article used the dreaded “b-word” (bankruptcy) in connection with silicon carbide (SiC) pure-play manufacturer Wolfspeed (WOLF), our Semi Insiders were given a write-up on the situation. In fact, we’ve been calling out issues at Wolfspeed for nearly two years now. In August 2024, though, serious warning signs began to […]
The U.S. AI Diffusion Rule Is Dead, Long Live AI Diffusion
Things are moving fast in macroeconomics land right now. But rather than play economic crisis (or rather, economic media headline) whack-a-mole, we’ll stay in our lane this week and address the so-called U.S. “AI Diffusion Rule.” For reference, here was our previous blog article/video on tariffs’ impact on semiconductors. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/ What was the AI diffusion […]
Big 5 Cloud Infrastructure Revenue – “The Greatest Businesses To Ever Exist”
Led by Nvidia’s (NVDA) accelerated computing platform, we believe data center infrastructure is on pace to become the largest end market for semiconductor sales in 2025. This will make chip sales to data centers larger than the mighty smartphone and mobile end market – the key pillar of the bull market of the 2010s. Colloquially […]
A Magnificent 7 “Bubble” and S&P 500 “Concentration Risk” – Is It Real? If So, How Do Investors Cope?
We’ve been fielding some variation on the above question regarding S&P 500 concentration for at least five years now. For the last couple of years, the argument has been centered on the so-called “Magnificent Seven” – Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOGL/GOOG), Meta (META), and Tesla (TSLA) – comprising at times […]
Most Investors Should Stay Away From the “New Intel” Turnaround Story
We’re entering our year number five of calling Intel (INTC) the “IBM of the 2020s” – our reference to IBM’s struggles in the 2010s during the fast rise of the cloud. This five year span includes our first official CSI YouTube video, at the bottom of the last bear market in September 2022 where we […]